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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
KCA
1776
Karn Couzens & Associates
Connecticut
$226K +$217K +1,086 New
1W
1777
1776 Wealth
Georgia
$225K +$216K +1,080 New
MAM
1778
MMA Asset Management
Pennsylvania
$224K -$116K -582 -35%
KFI
1779
Key Financial Inc
Pennsylvania
$224K +$20K +100 +9%
SEP
1780
Southland Equity Partners
Missouri
$224K +$215K +1,076 New
CCC
1781
Crescent Capital Consulting
Louisiana
$223K – – –
HWA
1782
HCR Wealth Advisors
California
$222K +$213K +1,066 New
SFG
1783
SageGuard Financial Group
Tennessee
$222K +$214K +1,070 New
BCA
1784
Bay Colony Advisors
Massachusetts
$221K -$183K -915 -46%
IIM
1785
Ipswich Investment Management
Massachusetts
$221K +$213K +1,065 New
APG
1786
Abacus Planning Group
South Carolina
$220K -$26K -130 -11%
RWMH
1787
Riverpoint Wealth Management Holdings
Illinois
$220K +$211K +1,055 New
GCA
1788
Gradient Capital Advisors
California
$220K +$212K +1,059 New
CWC
1789
Carolinas Wealth Consulting
North Carolina
$218K +$117K +585 +127%
SFG
1790
Sunburst Financial Group
Alabama
$218K +$209K +1,046 New
CBFP
1791
Cedar Brook Financial Partners
Ohio
$218K +$210K +1,049 New
IFS
1792
Ifrah Financial Services
Arkansas
$218K +$210K +1,050 New
MSU
1793
Mizuho Securities USA
New York
$217K +$209K +1,043 New
CAM
1794
Cozad Asset Management
Illinois
$216K +$207K +1,037 New
MG
1795
MilWealth Group
Wisconsin
$215K – – –
KWA
1796
KCS Wealth Advisory
California
$215K +$207K +1,034 New
FAM
1797
Fenimore Asset Management
New York
$214K +$206K +1,030 New
CAM
1798
Concorde Asset Management
Michigan
$213K +$204K +1,021 New
WA
1799
Wealth Advisors
California
$211K +$220K +1,100 New
EWP
1800
Engrave Wealth Partners
Texas
$210K +$202K +1,009 New
70 71
72
73 74